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China EV Battery Installations in Oct: CATL Share at 42.78%, BYD 26.73%
BYD Closing in on Ford Deliveries After Besting Tesla on Revenue
GLE11th Nov.| shanghai ganglian e-commerce holdings released data showing that today's battery-grade lithium carbonate prices remain unchanged from the previous day, with an average price of 0.076 million yuan per ton.
GLE11th Nov.| shanghai ganglian e-commerce holdings released data showing that today's battery-grade lithium carbonate prices remain unchanged from the previous day, with an average price of 0.076 million yuan per ton.
Express News | Citic Sec: Current lithium prices have been oversold, and the lithium sector is expected to rebound.
In "Da Hang" Lyon: Chinese technology companies are well prepared after experiencing the last round of tariff increases.
Lyon's research report stated that during Donald Trump's first term as President of the United States, the restrictive policies towards China's technology industry mainly involved imposing tariffs on electronic manufacturing and imposing restrictions on high-tech industries. In this election, he also proposed increasing tariffs on other countries, including China. Lyon believes that Chinese technology companies have been relatively well prepared after the last round of tariff increases, such as relocating production bases, while most advanced technologies have been restricted, so they believe the impact will be reduced. Assuming the United States imposes new tariffs on consumer electronics products from all other countries, the bank expects prices to rise, damaging brands and manufacturing.
The dual catalysis of 'technology + demand' has once again brought a 'mini spring' to the industrialization process of solid state batteries.
As of today's closing, stocks related to solid state battery concept have risen by 2.64%. On November 7, Chongqing Changan Automobile and Tianneng New Energy jointly released solid state lithium battery technology without separator. This technology achieves for the first time in the industry the elimination of traditional liquid lithium battery separator by introducing a high-density composite solid-state electrolyte layer on the surface of the polarity sheet to replace the separator function.
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